Kuali OLE         Community Ready           Software for           Your Library!ALA Annual 2012 | LITA: Open Source System...
Robert H. McDonald                                                     Executive Director-Kuali OLE                       ...
Kuali OLE Breaking News!!!Villanova University      Libraries  Join Kuali OLE!     Tweet it - #ala12 #kualiole            ...
Presentation Outline   Kuali OLE History   Kuali OLE Current Status   Kuali OLE 0.6 Demo   Kuali OLE Dev Process   Ku...
Kuali OLE PartnersALA Annual 2012 | LITA: Open Source Systems Interest Group | 6.23.12
Brief History of Kuali OLE   2008-2009 Mellon Funded OLE Project Investigation   2009 Formed OLE Build Partnership of 9 ...
Kuali OLE Milestones Build (July 2010-December 2010)       Hire and Engage Kuali OLE Core Team       Engage Software De...
Values of Membership in Kuali OLE Drive the product to meet the needs of your institution or  consortium Ownership of th...
Kuali FoundationALA Annual 2012 | LITA: Open Source Systems Interest Group | 6.23.12
Kuali OLE OrganizationVision & Resources                                                     Kuali OLE BoardManagement    ...
Kuali OLE Partner Efforts Example                       Core Team                                 HTC Partner             ...
ALA Annual 2012 | LITA: Open Source Systems Interest Group | 6.23.12
Kuali OLE Detailed RoadmapALA Annual 2012 | LITA: Open Source Systems Interest Group | 6.23.12
Kuali OLE Service Layers – Version 0.3             Select & Acquire                             Descriptive               ...
Kuali OLE Service Layers – Version 0.6                                           Document Editing & Workflow              ...
Kuali OLE Upcoming Releases Kuali OLE Version 0.8 - 4th Quarter 2012    KRAD Integration with:           Bibliographic ...
Global Open Knowledgebase (GOKb) http://gokb.org Joint Kuali OLE / JISC proposal to Mellon Foundation funded    for June...
GOKb Key Deliverables   Open KnowledgeBase using a standards-based    architecture, CC0 license   Enhanced global data e...
Kuali OLEGOKb Data     ALA Annual 2012 | LITA: Open Source Systems Interest Group | 6.23.12
JISC KB+ Testbed   HTC Global Services + JISC Collections + Kuali OLE   7 Week Testing Phase for Kuali OLE Doc Store and...
Year 2 Deliverables                         Year One Deliverables   Release OLE 0.6 (May 2012)     Model Library w/Test ...
Year 3 Deliverables Release OLE 1.5 (Q3 2013)     Start Proposed New Mellon Grant for Year 3     New Partnership Invest...
Year 3 and Beyond   Year 3 will include final development of 1.5    product, implementation patterns, & service integrati...
How Does Kuali OLE Compare Will OLE run in the cloud?    Local Cloud    Hosted Cloud    Cloud Support vs Application S...
DEMO Kuali OLE 0.6 Kuali OLE 0.6 Demo      ALA Annual 2012 | LITA: Open Source Systems Interest Group | 6.23.12
Impact of Kuali OLE Technologies   Document Store                                        Workflow and Rules Engine     ...
Q1: Who is the          latest OLE           Partner?ALA Annual 2012 | LITA: Open Source Systems Interest Group | 6.23.12
Q2: Which OLE  Partner is Closest       to You   Geographically?ALA Annual 2012 | LITA: Open Source Systems Interest Group...
Q3: Name our    technology that     enables multi-    metadata types?ALA Annual 2012 | LITA: Open Source Systems Interest ...
Q4: When did the  Kuali OLE Build   Phase Start?ALA Annual 2012 | LITA: Open Source Systems Interest Group | 6.23.12
Q5: Who is our         international          partner on            GOKb?ALA Annual 2012 | LITA: Open Source Systems Inter...
Common OLE Questions                      Year One Deliverables   What data do I need to Migrate to OLE?      Discovery ...
Kuali OLE @ ALA 2012 Sunday June 24, 2012  Acquisitions Managers & Vendors Interest Group Panel Discussion: Next-  Genera...
Thank You! For more on Kuali OLE• Visit our website: http://ole.kuali.org• See our Test-Drive - http://kuali.org/test-dri...
ALA Annual 2012 | LITA: Open Source Systems Interest Group | 6.23.12
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Kuali OLE Community Ready Software for Your Library!

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Transcript of "Kuali OLE Community Ready Software for Your Library!"

  1. 1. Kuali OLE Community Ready Software for Your Library!ALA Annual 2012 | LITA: Open Source Systems Interest Group | 6.23.12
  2. 2. Robert H. McDonald Executive Director-Kuali OLE Follow us on Twitter @kualiole Indiana University Michael Winkler Kuali OLE Sr. Advisor/GOKb University of Pennsylvania John Pillans OLE Configuration Manager Indiana Universityhttp:// http://ole.kuali.org ALA Annual 2012 | LITA: Open Source Systems Interest Group | 6.23.12
  3. 3. Kuali OLE Breaking News!!!Villanova University Libraries Join Kuali OLE! Tweet it - #ala12 #kualiole #vulibraries ALA Annual 2012 | LITA: Open Source Systems Interest Group | 6.23.12
  4. 4. Presentation Outline Kuali OLE History Kuali OLE Current Status Kuali OLE 0.6 Demo Kuali OLE Dev Process Kuali OLE Important Technology Aspects Kuali OLE and GOKb Kuali OLE Futures Kuali OLE Trivia ALA Annual 2012 | LITA: Open Source Systems Interest Group | 6.23.12
  5. 5. Kuali OLE PartnersALA Annual 2012 | LITA: Open Source Systems Interest Group | 6.23.12
  6. 6. Brief History of Kuali OLE 2008-2009 Mellon Funded OLE Project Investigation 2009 Formed OLE Build Partnership of 9 higher education institutions 2010 OLE Build Phase Funded by Andrew W Mellon Foundation & the Kuali OLE Partnership for a 2 year software build phase Building a flexible, service-oriented, enterprise library management system for academic & research libraries ALA Annual 2012 | LITA: Open Source Systems Interest Group | 6.23.12
  7. 7. Kuali OLE Milestones Build (July 2010-December 2010)  Hire and Engage Kuali OLE Core Team  Engage Software Development Contract with HTC Global Services  Set Kuali OLE Agile Framework and Timelines  Form Functional Specification Writing Teams Year 1 Prototype – Kuali OLE 0.2 (December 2010-April 2011)  Demo at CNI Spring 2011 Member Meeting  http://www.kuali.org/ole/demo/spring11/cni Software Releases  First Public Release – Version 0.3 – Kuali Days 2011 (October 2011)  Second Public Release – Version 0.6 (May 2012)  Cloud Demo - http://demo.ole.kuali.org Develop Year 2 Roadmap (November 2011-April 2012) Develop GOKb Project with JISC for OLE ERM Components (June 2012-Nov. 2013) Overview of Current Milestones (Jan 2012)  Educause LIVE January 2012 - http://net.educause.edu/live1202 ALA Annual 2012 | LITA: Open Source Systems Interest Group | 6.23.12
  8. 8. Values of Membership in Kuali OLE Drive the product to meet the needs of your institution or consortium Ownership of the software as a long-term (10 year) investment Software that meets the enterprise needs of a research library but that can work for all libraries in a cloud-based or consortial environment  Not just library-based clouds but all clouds Kuali Commerical Affiliates – Create an eco-system for purchasing services (library management system) not purchasing software Can completely replace current LMS at Kuali OLE 1.5 ALA Annual 2012 | LITA: Open Source Systems Interest Group | 6.23.12
  9. 9. Kuali FoundationALA Annual 2012 | LITA: Open Source Systems Interest Group | 6.23.12
  10. 10. Kuali OLE OrganizationVision & Resources Kuali OLE BoardManagement Project Manager Project Management Functional CouncilCoordination HTC Coordinator Core Team ScopeDevelopment Tiger Teams Manage HTC Global Describe Communications Relationships Resources HTC Consulting Select & Acquire Deliver ImplementationExpertise Consultants Subject Matter Experts ALA Annual 2012 | LITA: Open Source Systems Interest Group | 6.23.12
  11. 11. Kuali OLE Partner Efforts Example Core Team HTC Partner (7.25 FTE) (23.25 FTE) (1.65 FTE x 7) Project Manger Board 1.0 FTE Project Coordinator 0.05 FTE 1.0 FTE Business Analysts 1.5 FTE Functional Council Technical Architect Senior Developer 1.0 FTE 2.0 FTE 0.10 FTE Quality Assurance 1.0 FTE Off-shore Developer Tiger Teams Intern 20 FTE 1.0 FTE 1.0 FTE Consultants 1.25 FTE SMEs (.50) Consultants Kuali-provided 0.25 FTE 0.5 FTEALA Annual 2012 | LITA: Open Source Systems Interest Group | 6.23.12
  12. 12. ALA Annual 2012 | LITA: Open Source Systems Interest Group | 6.23.12
  13. 13. Kuali OLE Detailed RoadmapALA Annual 2012 | LITA: Open Source Systems Interest Group | 6.23.12
  14. 14. Kuali OLE Service Layers – Version 0.3 Select & Acquire Descriptive FacetedRequisition, Vendor Orders, Invoice Entry, Purchase Metadata Discovery Order, Encumber Funds, Receive Item MARCXML, Dublin Core Solr Search & FacetingKuali Financial System Version 4.0 Apache Jackrabbit Kuali OLE Core Financial Functions Kuali OLE Document Store Kuali Rice 1.1 Enterprise Middleware – Identity Management, Workflow, Messaging, Triggers ALA Annual 2012 | LITA: Open Source Systems Interest Group | 6.23.12
  15. 15. Kuali OLE Service Layers – Version 0.6 Document Editing & Workflow MARC, Instance, ONIX-PL, & Associate Documents Faceted Discovery Solr Search & Faceting Descriptive Document Editor Select & Acquire Patron Services Pay Invoices, Budget and Fund Metadata Framework Patron Schema & Accounting Instance Classification Schema-driven Editors Document, ONIX-PL Kuali Financial System Apache KRAD IdentityNew! Version 5.0 Jackrabbit Rapid Application Management Development Dynamic Patron Kuali OLE Core Financial Functions Kuali OLE Document Store Environment Management Kuali Rice 2.0 New! Enterprise Middleware – Identity Management, Workflow, Messaging, Triggers Rapid Application Development, Service Registry, Rules Engine ALA Annual 2012 | LITA: Open Source Systems Interest Group | 6.23.12
  16. 16. Kuali OLE Upcoming Releases Kuali OLE Version 0.8 - 4th Quarter 2012  KRAD Integration with:  Bibliographic Editor  Instance Editor in KRAD  Licensing Editor KRAD  Integration with KFS 5.0  Data Loaders for Alpha Testing Kuali OLE Version 1.0 - 1st Quarter 2013  Production Ready Version (Beta)  Early Adopters will use this to get ready for production switch  Cloud Hosting Scenarios  Final integration with full RICE 2.0 and KFS 5.0 ALA Annual 2012 | LITA: Open Source Systems Interest Group | 6.23.12
  17. 17. Global Open Knowledgebase (GOKb) http://gokb.org Joint Kuali OLE / JISC proposal to Mellon Foundation funded for June 2012 Community-managed knowledgebase of subscribed resources (including e-Books)  Global data (same for everyone)  Local data (specific to your licenses)  Focus on management, not on access Global-Level Descriptive data about subscribed resources for library management  From point of data creation to user access to evaluative use data Designed to be open to all, but targeted to integrate with JISC’s KB+ project & with Kuali OLE ALA Annual 2012 | LITA: Open Source Systems Interest Group | 6.23.12
  18. 18. GOKb Key Deliverables Open KnowledgeBase using a standards-based architecture, CC0 license Enhanced global data elements APIs to interact with data — emphasis on ingest and maintenance Expose as linked data ALA Annual 2012 | LITA: Open Source Systems Interest Group | 6.23.12
  19. 19. Kuali OLEGOKb Data ALA Annual 2012 | LITA: Open Source Systems Interest Group | 6.23.12
  20. 20. JISC KB+ Testbed HTC Global Services + JISC Collections + Kuali OLE 7 Week Testing Phase for Kuali OLE Doc Store and KB+ Data (Spring 2012) Leveraged Kuali OLE Doc Store code from Kuali OLE BagIt Implementation from LC/Upenn Implemented Support for non-textual content such as MS Office, PDFs, Docs, etc. Implemented BagIt for all Doc Store transactions (CRUD) Built HTTP API (4 Primary) for KB+ Doc Store Requirements Tested in JISC environment Built code back into Kuali OLE codebase ALA Annual 2012 | LITA: Open Source Systems Interest Group | 6.23.12
  21. 21. Year 2 Deliverables Year One Deliverables Release OLE 0.6 (May 2012)  Model Library w/Test Drive Version on Amazon Cloud  OLE 0.6 Test-Drive (Amazon Cloud) - http://demo.ole.kuali.org  OLE 0.6 Driver’s Manual - https://wiki.kuali.org/display/OLE/OLE+0.6+Milestone+User+Documentation Release OLE 0.8 (October 2012)  Open Version of Software with Data Loaders  Partners/Evaluators can load their own data Release OLE 1.0 (Q1 2013)  Early Adopter Implementation Package  Initial Mellon Build Grant ends with Release of OLE 1.0 ALA Annual 2012 | LITA: Open Source Systems Interest Group | 6.23.12
  22. 22. Year 3 Deliverables Release OLE 1.5 (Q3 2013)  Start Proposed New Mellon Grant for Year 3  New Partnership Investment for Year 3 Early Implementations (2013-2014)  Lehigh University  University of Chicago Mid-Implementations (2014-2015)  Indiana University  University of Pennsylvania  Duke University  North Carolina State University Later Implementations  University of Maryland (2016) Planning Implementations  Florida Consortium ALA Annual 2012 | LITA: Open Source Systems Interest Group | 6.23.12
  23. 23. Year 3 and Beyond Year 3 will include final development of 1.5 product, implementation patterns, & service integrations Adoption, expansion, & integration of GOKb Implementation at partner sites Developing multiple models of deployment including local, consortial, & cloud-based Bring on at least one Kuali Commercial Affiliate to support Kuali OLE Business model transition from development organization to sustaining organization for year 4 and beyond  Supporting our own infrastructure  Keeping core team together to support partners  Expanding partnership ALA Annual 2012 | LITA: Open Source Systems Interest Group | 6.23.12
  24. 24. How Does Kuali OLE Compare Will OLE run in the cloud?  Local Cloud  Hosted Cloud  Cloud Support vs Application Support Will OLE have a community?  Shared Open Linked Data  Shared Support  Shared Technology Refresh  Shared ERM - econtent metadata and management ALA Annual 2012 | LITA: Open Source Systems Interest Group | 6.23.12
  25. 25. DEMO Kuali OLE 0.6 Kuali OLE 0.6 Demo ALA Annual 2012 | LITA: Open Source Systems Interest Group | 6.23.12
  26. 26. Impact of Kuali OLE Technologies Document Store  Workflow and Rules Engine  Flexible, easily extensible, and  Local control of workflow and heterogeneous rules  Collocates related documents  Supports multiple workflows in a node-based, tree structure based on roles and context  Solr indexing engine is  External workflows can be fast, scalable, and familiar referenced making it easy for libraries to  Kuali OLE Patron customize discovery tools for Framework staff  Leverages enterprise identity Editor Framework management systems  Supports easy construction of  Can cascade through multiple editors for many purposes sources of identity management  Local control over editors so  Supports hybrid of local and you can “roll your own” remote data  Links editors to workflow and rules engine ALA Annual 2012 | LITA: Open Source Systems Interest Group | 6.23.12
  27. 27. Q1: Who is the latest OLE Partner?ALA Annual 2012 | LITA: Open Source Systems Interest Group | 6.23.12
  28. 28. Q2: Which OLE Partner is Closest to You Geographically?ALA Annual 2012 | LITA: Open Source Systems Interest Group | 6.23.12
  29. 29. Q3: Name our technology that enables multi- metadata types?ALA Annual 2012 | LITA: Open Source Systems Interest Group | 6.23.12
  30. 30. Q4: When did the Kuali OLE Build Phase Start?ALA Annual 2012 | LITA: Open Source Systems Interest Group | 6.23.12
  31. 31. Q5: Who is our international partner on GOKb?ALA Annual 2012 | LITA: Open Source Systems Interest Group | 6.23.12
  32. 32. Common OLE Questions Year One Deliverables What data do I need to Migrate to OLE?  Discovery Layer/Catalog  Descriptive Metadata (MARC->MARCXML/DC)  Financial Data  Circulation Data/Self-Check  Other Transactional Data  Metadata for Digital Library Content What Campus Level Integrations Need to Happen?  Financial  Student  Interlibrary Loan  ILL/Resource Sharing  Learning Management Systems What kind of expertise do we need to participate? What kinds of new shared workflows or collaborations are of interest your library? ALA Annual 2012 | LITA: Open Source Systems Interest Group | 6.23.12
  33. 33. Kuali OLE @ ALA 2012 Sunday June 24, 2012 Acquisitions Managers & Vendors Interest Group Panel Discussion: Next- Generation Acquisitions Functionality 1:30 pm - Location - Hyatt Regency Grand Ballroom B Carlen Ruschoff – University of Maryland Monday June 25, 2012 ALCTS program Kuali OLE: Developing & Implementing a Community Source LMS 10:00 am – Location - Anaheim Convention Center-213AB Beth Camden – University of Pennsylvania Jim Mouw – University of Chicago ALA Annual 2012 | LITA: Open Source Systems Interest Group | 6.23.12
  34. 34. Thank You! For more on Kuali OLE• Visit our website: http://ole.kuali.org• See our Test-Drive - http://kuali.org/test-drives• Follow us on Twitter: @kualiole• Read our Blog at: http://kualiole.tumblr.com• Follow us on Ohloh - https://www.ohloh.net/p/koleContact InformationRobert H. McDonald | rhmcdona@indiana.eduMichael Winkler | winkler4@upenn.eduJohn Pillans | jpillan@indiana.edu ALA Annual 2012 | LITA: Open Source Systems Interest Group | 6.23.12
  35. 35. ALA Annual 2012 | LITA: Open Source Systems Interest Group | 6.23.12
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